TW
EG icon

TrinityPoint Wealth’s Everest Group EG Stock Holding History

TrinityPoint Wealth’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$286K Sell
789
-92
-10% -$34.5K 0.04% 276
2024
Q3 		$345K Buy
+881
New +$336K 0.05% 251

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TrinityPoint Wealth's EG Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Everest Group (EG) stake by 10% in Q4 2024, selling an estimated $34.5K and leaving 789 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #276.

TrinityPoint Wealth first reported a position in EG in Q3 2024 and has held it in 2 quarters since. The position peaked at $345K in Q3 2024. 692 funds tracked by Wall St. Rank hold EG as of Q4 2024.

  • TrinityPoint Wealth held 789 shares of Everest Group worth $286K as of Q4 2024.
  • TrinityPoint Wealth sold 92 Everest Group shares in Q4 2024, an estimated $34.5K.
  • Everest Group made up 0.04% of TrinityPoint Wealth's portfolio in Q4 2024, its #276 holding.
  • TrinityPoint Wealth first reported a position in Everest Group in Q3 2024 and has held it in 2 quarters since.
  • TrinityPoint Wealth's Everest Group position peaked at $345K in Q3 2024.
  • 692 funds tracked by Wall St. Rank held Everest Group as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.